Dedicated financial professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
5
5
years of professional experience
Work History
Market Development Manager
Strategic Senior Benefits Group
2022.09 - 2023.10
Wrote and distributed press releases to increase brand visibility.
Secured long-term accounts by recommending strategies to promote brand effectiveness and highlight product benefits.
Oversaw preparation of marketing copy, images, videos, emails, and other collateral.
Developed creative presentations, trend reports, kitted assets, and product data sheets.
Assisted Firm President of group vertical with annual audits and all reporting requirements.
Sales Development Representative
Yapstone Inc.
2022.05 - 2022.10
Built and managed accurate sales pipeline to maintain high volume of activity.
Established relationships with prospects and customers to promote product understanding and drive sales growth.
Used data analytics to identify and track sales trends and develop actionable insights.
Consistently outperformed output and performance quotas
Applications Specialist
Lynn University Student Financial Services
2019.02 - 2021.11
Proposed, implemented, and presented enhanced workflows to personnel.
Inspected equipment, assessed functionality and optimized controls.
Compiled and published financial reports for executive use in board meetings.
Documented software development methodologies in technical manuals to be used by IT personnel in future projects.
Education
Bachelor of Science - Investment Management
Lynn University
Boca Raton, FL
08.2020
Skills
Business Objective Analysis
Customer Acquisition
Social Media Platforms
Personnel Development
Communications Strategies
Report Creation
CRM Software
Microsoft Excel
Timeline
Market Development Manager
Strategic Senior Benefits Group
2022.09 - 2023.10
Sales Development Representative
Yapstone Inc.
2022.05 - 2022.10
Applications Specialist
Lynn University Student Financial Services
2019.02 - 2021.11
Bachelor of Science - Investment Management
Lynn University
Similar Profiles
Harrison MontgomeryHarrison Montgomery
Marketing Intern at American Senior BenefitsMarketing Intern at American Senior Benefits